Proactive Portfolio Management

Today's financial markets are constantly changing. Knowledge of current market conditions and the ability to sift through the "noise" is critical. This takes perspective and hard work which is why many advisors take the easy road with standardised asset allocations, a "buy, hold and hope" approach. We take a different approach. There are good times to own an asset class or sector as well as bad times. Our objective is to know the difference.

Focus on Absolute Returns

Many portfolio managers measure their performance versus a specific bench mark such as the NZX 50 and not whether a positive return was generated. We believe generating positive absolute returns regardless of the general market environment should be of the utmost importance as opposed to outperforming a specific benchmark.

"Our expertise is the integration between our investment management and financial planning capabilities. For an investment portfolio to be truly customised it must be constructed to achieve your unique goals and time frames, need for return and risk tolerance. Similarity, for a financial plan to be of any real value its recommendations must be properly implemented.
At SouthernWealth we combine these functions seamlessly with a single-minded focus on striving to preserve and grow your wealth."